Product Specialist - Hybrid

Purpose of the Job :

The position is responsible for promoting hybrid products by engaging with stakeholders – investors and distributors. The role would also involve preparing pertinent materials and collaborating with internal stakeholders.

Key responsibilities :

Drive gross and net sales for Hybrid Funds across target segments.

Conduct investor awareness programs, distributor group meetings, and high-touch one-on-one sessions to communicate product relevance and benefits.

Develop and deliver compelling product narratives that align with evolving investor needs

Liaise with Investment, Compliance, Marketing, and Sales teams to ensure consistent product positioning and regulatory alignment.

Coordinate with the content and design teams for pitchbooks, presentations, factsheets, and sales enablement tools.

Serve as a product champion by mentoring internal sales teams and distributors on hybrid fund positioning.

Curate hybrid-specific training modules to build distributor and RM mindshare.

Track competitive landscape, product performance, investor behavior, and sales trends to refine strategy.

Support the team with product benchmarking, investment rationale, and response to market movements.

Travel across India as required.

Role Specific Competencies :

Strategic mindset with a passion for product innovation and investor education

Ability to simplify complex investment concepts and tailor communication across diverse stakeholder groups.

Experience in mentoring and building capability within a team.

Effective communicator with a collaborative approach and ability to work across departments.

Comfortable with public speaking, training sessions, and market-facing roles.

Qualification & Experience :

Minimum 10 years of experience in the Mutual Fund or Wealth Management industry with exposure to hybrid products

MBA - Finance / CA / CFA

AMFI / NISM certifications mandatory